EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.11M
3
+$3.86M
4
KMI icon
Kinder Morgan
KMI
+$3.74M
5
FIVE icon
Five Below
FIVE
+$3.52M

Top Sells

1
+$7.89M
2
+$6.94M
3
+$6.61M
4
MRO
Marathon Oil Corporation
MRO
+$6.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.28M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.6%
3 Consumer Discretionary 13.63%
4 Financials 12.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.63%
457,830
-8,383
52
$11.6M 0.58%
132,027
-1,305
53
$11.3M 0.57%
119,900
-2,070
54
$11.1M 0.55%
133,360
-16,864
55
$10.3M 0.51%
341,027
-3,167
56
$9.94M 0.5%
221,170
-12,827
57
$9.74M 0.49%
80,445
-1,822
58
$9.67M 0.48%
82,885
-24,702
59
$9.6M 0.48%
179,903
-1,343
60
$9.26M 0.46%
168,987
-24,129
61
$9.21M 0.46%
101,176
-1,786
62
$8.71M 0.43%
76,432
-2,579
63
$8.39M 0.42%
506,594
+503,469
64
$8.05M 0.4%
52,540
-6,844
65
$7.9M 0.39%
265,534
-6,437
66
$7.49M 0.37%
136,960
-30,130
67
$7.27M 0.36%
246,391
-3,882
68
$7.13M 0.36%
77,501
-762
69
$7.13M 0.36%
69,737
-1,545
70
$7.13M 0.36%
196,382
-16,367
71
$6.82M 0.34%
241,236
-206,039
72
$6.67M 0.33%
96,330
-2,812
73
$6.53M 0.33%
176,726
-27,781
74
$6.44M 0.32%
98,494
-2,192
75
$6.23M 0.31%
100,873
-7,226
1 2
3
4 5